Complimentary Dinner Event at The Coach Stop Restaurant & Tavern in Londonderry, NH

Women & Wealth

Navigating Women's Unique Retirement Needs

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Your choice of the Prime Rib, Twin Catch, Chicken Cordon Bleu or Vegetable Sauté entrée.

Event Details

The Coach Stop Restaurant & Tavern
176 Mammoth Rd
Londonderry, NH 03053

Event Options:

– The Coach Stop Restaurant & Tavern on May 14 at 6:00 p.m.

– The Coach Stop Restaurant & Tavern on May 16 at 6:00 p.m.

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Seating is limited. A complimentary meal will be served.
There is no charge to attend!

Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a complimentary meal and special presentation at The Coach Stop Restaurant & Tavern while we discuss important financial topics for women in or nearing retirement.

What we’ll cover:

  • How to help overcome the unique and significant challenges that women often face in retirement.
  • How to help make the most of what you’ve made and navigate your retirement income accounts including 401(k)s, 403(b)s, IRAs, TSPs, etc.
  • How to potentially maximize Social Security income and take advantage of spousal benefits.
  • Powerful strategies that may help you reduce the taxes you pay in retirement.
  • Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
  • Understanding potential risks and costly mistakes that may derail your retirement and how you may be able to avoid them.
  • How to align your money with what matters most.
  • What you need to do to be prepared if something happened to you or your spouse/partner.
  • 3 simple moves to help strategize for your financial future!
  • How many women went from financial INstability, to financial stability; so can you!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

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Hours
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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

Let’s face it: women and men are different in so many ways! Income in retirement can be different too.

 

More than 80% of Americans are worried they won’t have enough money for retirement¹ and over 78 million Baby Boomers are set to retire in the next decade. In addition, women may face unique retirement challenges that men do not:

  • Women are typically paid less over their lifetime.
  • Women are living longer than men on average, meaning their retirement income needs to last longer.
  • Women have a higher likelihood of living alone in retirement².
  • Women have a tendency to invest more conservatively compared to men, which can lead to less growth of their retirement assets over their lifetime³.

It’s important to know about these challenges, and create a plan to combat them, so you can reach your retirement income goals.

Meet Your Host

Eric Cooper | Founder, Managing Partner, The Sooner Private Financial Council
Eric is an entrepreneur who works with clients across the country in financial planning for one reason: He believes that aligning people’s value systems with their money decisions is the most vital factor in achieving financial outcomes that are actually meaningful to them. Immersed in an industry built on outdated paradigms of retirement plans and boilerplate investment models, Eric has brought cutting-edge thought leadership to the industry since 2018.

Since starting his first business as a mobile auto detailing service at 15 years old, Eric has held roles in banking, insurance, wealth management, business consulting, enterprise value building, and integrated financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, politicians, influencers, successful entrepreneurs, equity-compensated employees, retiring professionals, and more.

The concept of a council is a team of people coordinating expertise and execution along with you to maximize the probability of your desired outcomes. Eric and the SPFC team bring this together across the financial life of each client they work with, including protection, liquid savings, wealth building, strategic debt leveraging, income planning, strategic tax planning, estate planning, charitable planning, and private and alternative investments.

Eric is a passionate people person, basketball coach, golfer, youth minister, hobby chicken farmer, podcaster, and culinarian. He lives in Londonderry, New Hampshire with his wife and four children.
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¹ http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx
² https://www.pewresearch.org/fact-tank/2020/03/10/older-people-are-more-likely-to-live-alone-in-the-u-s-than-elsewhere-in-the-world/
³ https://www.fool.com/research/women-in-investing-research/

Investment advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.